See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,435 | $115,770-15.8% | $101,248-3.8% | $158,922-38.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 6.30% | 56.14%-49.8pp | 46.47%-40.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $5,399 | $4,175+29.3% | $3,660+47.5% | $4,761+13.4% |
| Participant deferral / active EE | $8,001 | $4,957+61.4% | $4,370+83.1% | $5,982+33.8% |
| Admin fee / account holder | $736 | $7,245-89.8% | $5,945-87.6% | $11,246-93.5% |